Silver Oak Securities’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,227
| New | +$205K | 0.02% | 638 |
|
|
2025
Q1 | – | Sell |
-2,453
| Closed | -$217K | – | 680 |
|
|
2024
Q4 | $217K | Buy |
2,453
+11
| +0.5% | +$973 | 0.02% | 577 |
|
|
2024
Q3 | $215K | Buy |
2,442
+94
| +4% | +$8.28K | 0.02% | 478 |
|
|
2024
Q2 | $190K | Buy |
2,348
+87
| +4% | +$7.06K | 0.03% | 387 |
|
|
2024
Q1 | $190K | Buy |
+2,261
| New | +$190K | 0.03% | 383 |
|